+222.0%
WELL vs TE
-81.4%
+303.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.6% | +10.1% | +0.6% |
| 7D | +3.0% | -26.9% | +29.9% | +3.6% |
| 30D | +10.2% | -38.9% | +49.2% | +11.1% |
| 3M | +6.1% | -61.0% | +67.1% | +7.8% |
| 6M | +16.6% | -66.4% | +83.0% | +17.7% |
| YTD | +35.3% | -69.0% | +104.3% | +36.0% |
| 1Y | +31.5% | -54.0% | +85.5% | +29.9% |
| 3Y | +206.5% | +38.0% | +168.5% | +175.4% |
| 5Y | +222.0% | -81.0% | +302.9% | +227.4% |
| All | +222.0% | -81.4% | +303.4% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling